iShares Lehman MBS Bond Fund shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in iShares Lehman MBS Bond Fund
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Quarterly reported holdings in iShares Lehman MBS Bond Fund by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.6M | 49k | 94.08 |
| 2023-09-30 | $4.7M | 53k | 88.80 |
| 2023-06-30 | $5.0M | 53k | 93.27 |
| 2023-03-31 | $5.6M | 59k | 94.73 |
| 2022-12-31 | $5.9M | 63k | 92.75 |
| 2022-06-30 | $7.1M | 73k | 97.49 |
| 2022-03-31 | $7.6M | 75k | 101.88 |
| 2021-12-31 | $8.3M | 77k | 107.43 |
| 2021-09-30 | $8.0M | 74k | 108.13 |
| 2021-06-30 | $8.1M | 75k | 108.23 |
| 2021-03-31 | $7.1M | 65k | 108.43 |
| 2020-12-31 | $4.7M | 43k | 110.12 |
| 2020-09-30 | $5.5M | 49k | 110.40 |
| 2020-06-30 | $5.3M | 48k | 110.71 |
| 2019-12-31 | $3.8M | 36k | 108.05 |
| 2019-09-30 | $2.3M | 21k | 108.28 |
| 2019-06-30 | $1.5M | 14k | 107.58 |
| 2019-03-31 | $1.3M | 12k | 106.36 |
| 2018-12-31 | $1.2M | 11k | 104.65 |
| 2018-09-30 | $1.2M | 12k | 103.37 |
| 2018-06-30 | $5.3M | 51k | 104.17 |
| 2018-03-31 | $7.8M | 75k | 104.64 |
| 2017-12-31 | $5.7M | 54k | 106.59 |
| 2017-03-31 | $5.2M | 49k | 106.55 |
| 2016-12-31 | $12M | 116k | 106.34 |
| 2016-09-30 | $8.5M | 77k | 110.09 |
| 2016-06-30 | $7.4M | 68k | 109.97 |
| 2016-03-31 | $3.9M | 36k | 109.49 |
| 2015-12-31 | $1.4M | 13k | 107.66 |
| 2015-06-30 | $695k | 6.4k | 108.61 |
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